Foundations Investment Advisors

Latest statistics and disclosures from Foundations Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 665 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Foundations Investment Advisors has 665 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.3 $197M +31% 400k 491.64
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Exchange Listed Fds Tr Cabana Target 10 (TDSC) 4.8 $179M -23% 7.7M 23.38
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Exchange Listed Fds Tr Cabana Moderate (CLSM) 4.1 $152M +81% 7.5M 20.18
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.6 $135M -11% 1.5M 91.42
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Ishares Tr Core Total Usd (IUSB) 2.7 $102M +15% 2.2M 46.13
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Exchange Listed Fds Tr Cabana Target 7 (TDSB) 2.5 $94M +22% 4.3M 21.81
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $91M +42% 186k 489.20
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Innovator Etfs Tr Defined Wlt Shld (BALT) 2.2 $83M NEW 2.9M 28.81
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 1.9 $70M +17095% 3.3M 20.94
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Ishares Tr Short Treas Bd (SHV) 1.7 $64M -16% 585k 110.17
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.6 $61M -17% 402k 152.30
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.6 $61M 1.0M 58.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.6 $59M +50% 141k 421.88
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Ishares Tr S&p 500 Val Etf (IVE) 1.6 $59M +136% 333k 175.92
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Ishares Tr Eafe Value Etf (EFV) 1.5 $57M +5% 1.1M 51.80
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Apple (AAPL) 1.5 $57M +19% 305k 186.86
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Two Rds Shared Tr Regents Pk Hdgd (RPHS) 1.5 $55M -18% 6.0M 9.10
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $53M +9% 676k 78.44
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Two Rds Shared Tr Anfield Us Equ (AESR) 1.1 $43M +2% 3.0M 14.30
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Microsoft Corporation (MSFT) 1.1 $41M +43% 101k 403.78
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Ishares Tr Eafe Grwth Etf (EFG) 1.1 $40M -18% 407k 98.51
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Select Sector Spdr Tr Financial (XLF) 1.1 $40M +1614% 1.0M 38.82
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $39M +82% 272k 142.20
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Select Sector Spdr Tr Technology (XLK) 1.0 $38M -5% 189k 200.17
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Spdr Gold Tr Gold Shs (GLD) 1.0 $36M -23% 188k 190.41
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Two Rds Shared Tr Anfield Diversif (DALT) 0.9 $35M +12% 4.1M 8.56
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.8 $29M +180% 297k 98.24
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NVIDIA Corporation (NVDA) 0.7 $27M +22% 43k 630.28
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $25M +232% 253k 100.31
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Accenture Plc Ireland Shs Class A (ACN) 0.7 $25M 68k 370.91
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Pacer Fds Tr Pac Asset Fltg (FLRT) 0.7 $25M +40% 519k 47.36
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Ishares Tr U.s. Tech Etf (IYW) 0.6 $24M +87% 189k 127.88
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $24M +29% 462k 52.02
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Ishares Tr Mbs Etf (MBB) 0.6 $24M -2% 255k 93.95
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $24M 125k 187.57
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Blackrock Etf Trust Us Eqt Factor (DYNF) 0.6 $23M NEW 560k 40.93
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Innovator Etfs Tr Laderd Alctn Pwr (BUFF) 0.6 $23M NEW 562k 40.61
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Innovator Etfs Tr Quity Managd Flr (SFLR) 0.6 $23M -42% 803k 28.00
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Amazon (AMZN) 0.6 $22M +24% 140k 159.28
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.6 $22M NEW 818k 27.05
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Two Rds Shared Tr Anfield Dynamic (ADFI) 0.6 $22M +11% 2.6M 8.62
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $21M -50% 255k 82.18
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $21M -6% 46k 449.66
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Select Sector Spdr Tr Communication (XLC) 0.5 $20M 257k 76.66
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Vanguard Index Fds Growth Etf (VUG) 0.5 $19M -12% 59k 322.76
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Ishares Gold Tr Ishares New (IAU) 0.5 $18M +15% 473k 38.89
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Ishares Tr Cohen Steer Reit (ICF) 0.5 $18M +22% 317k 57.04
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Ishares Core Msci Emkt (IEMG) 0.5 $17M -14% 356k 48.91
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Meta Platforms Cl A (META) 0.5 $17M +41% 43k 394.78
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $16M +262% 349k 46.06
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $16M +54% 113k 141.16
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Exxon Mobil Corporation (XOM) 0.4 $16M +25% 153k 102.39
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Select Sector Spdr Tr Indl (XLI) 0.4 $15M +29% 134k 114.81
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Chevron Corporation (CVX) 0.4 $15M +22% 104k 147.89
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UnitedHealth (UNH) 0.4 $15M +23% 30k 507.13
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JPMorgan Chase & Co. (JPM) 0.4 $14M +11% 81k 173.73
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RBB Us Trsry 6 Mnth (XBIL) 0.4 $14M NEW 275k 49.96
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Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $14M +11% 81k 168.48
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $14M +10% 226k 60.27
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $14M +421% 142k 95.68
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $14M +1174% 137k 99.37
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Eli Lilly & Co. (LLY) 0.4 $13M +100% 20k 660.42
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $13M +16% 969k 13.32
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Ishares Tr TRS FLT RT BD (TFLO) 0.3 $12M -33% 239k 50.47
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Ishares Msci Emrg Chn (EMXC) 0.3 $11M NEW 205k 54.68
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Ishares Tr Global Energ Etf (IXC) 0.3 $11M NEW 288k 38.88
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Visa Com Cl A (V) 0.3 $11M +19% 39k 277.05
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $11M +51% 45k 243.10
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Ishares Tr Tips Bd Etf (TIP) 0.3 $11M +20% 97k 108.04
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $10M -58% 130k 80.63
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $10M +130% 12k 890.53
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $10M +7% 171k 59.94
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Adobe Systems Incorporated (ADBE) 0.3 $10M +153% 16k 627.90
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $10M -11% 167k 59.73
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $9.7M +2% 189k 51.28
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Novo-nordisk A S Adr (NVO) 0.3 $9.7M +118% 84k 115.79
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Two Rds Shared Tr Anfield Unvl Etf (AFIF) 0.3 $9.7M +4% 1.1M 9.12
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Citigroup Com New (C) 0.3 $9.6M +18% 172k 56.06
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $9.5M +1012% 128k 74.41
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $9.2M +3% 167k 55.17
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Mastercard Incorporated Cl A (MA) 0.2 $9.2M +21% 20k 460.91
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Vanguard World Mega Grwth Ind (MGK) 0.2 $9.2M +3512% 34k 270.08
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $9.0M +117% 93k 96.37
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Boeing Company (BA) 0.2 $8.9M +55% 42k 209.81
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Tesla Motors (TSLA) 0.2 $8.7M +7% 46k 188.86
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $8.7M -9% 336k 25.89
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $8.5M +291% 79k 107.70
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Ishares Tr Core Div Grwth (DGRO) 0.2 $8.4M 153k 55.02
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.2 $8.3M NEW 158k 52.59
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Procter & Gamble Company (PG) 0.2 $8.3M +16% 52k 159.18
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Anthem (ELV) 0.2 $8.1M +46% 16k 495.42
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Enbridge (ENB) 0.2 $7.7M +54% 214k 35.86
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $7.5M -16% 122k 61.26
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Vanguard Wellington Us Quality (VFQY) 0.2 $7.4M -13% 58k 127.35
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $7.4M -11% 96k 77.04
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Ishares Tr S&p 100 Etf (OEF) 0.2 $6.9M +1156% 30k 231.44
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Pacer Fds Tr Pacer Us Small (CALF) 0.2 $6.8M 142k 47.82
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First Tr Exchng Traded Fd Vi Ft Cboe Equ Buff (XISE) 0.2 $6.8M NEW 221k 30.55
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Ishares Silver Tr Ishares (SLV) 0.2 $6.7M 315k 21.21
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $6.5M +859% 113k 57.96
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RBB Motley Fol Etf (TMFC) 0.2 $6.1M +20% 132k 46.41
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Ishares Emng Mkts Eqt (EMGF) 0.2 $6.1M 145k 42.15
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Microstrategy Cl A New (MSTR) 0.2 $6.0M +10% 12k 503.48
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Merck & Co (MRK) 0.2 $5.9M -31% 47k 126.38
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $5.9M -6% 73k 81.63
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Verizon Communications (VZ) 0.2 $5.9M -11% 139k 42.49
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $5.9M -18% 15k 386.44
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $5.7M +2% 69k 82.76
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American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $5.7M +5% 116k 49.24
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Abbvie (ABBV) 0.2 $5.6M -5% 34k 167.59
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Lockheed Martin Corporation (LMT) 0.2 $5.6M +41% 13k 429.77
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Pepsi (PEP) 0.2 $5.6M +143% 33k 171.70
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $5.5M NEW 305k 18.19
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $5.4M -67% 112k 48.52
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Churchill Downs (CHDN) 0.1 $5.4M 44k 122.30
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Vanguard Wellington Us Minimum (VFMV) 0.1 $5.4M -11% 51k 106.86
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $5.3M -18% 106k 50.30
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International Business Machines (IBM) 0.1 $5.2M -2% 28k 186.90
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Morgan Stanley Com New (MS) 0.1 $5.2M 59k 86.82
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McKesson Corporation (MCK) 0.1 $5.1M +55% 10k 501.87
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $5.1M NEW 131k 38.80
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Ishares Tr Us Infrastruc (IFRA) 0.1 $5.0M +21% 126k 39.42
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salesforce (CRM) 0.1 $4.9M +24% 17k 283.80
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $4.8M -25% 43k 110.63
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Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.1 $4.8M -4% 162k 29.55
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $4.8M +810% 66k 72.46
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Palo Alto Networks (PANW) 0.1 $4.7M +44% 14k 339.96
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Valero Energy Corporation (VLO) 0.1 $4.6M -2% 34k 138.29
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $4.6M -82% 26k 174.21
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Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.1 $4.6M 98k 46.88
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $4.5M NEW 99k 46.02
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Cheniere Energy Com New (LNG) 0.1 $4.5M +64% 28k 163.00
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Amgen (AMGN) 0.1 $4.5M -6% 14k 324.56
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Two Rds Shared Tr Fndtns Dynamic G 0.1 $4.4M NEW 392k 11.30
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $4.4M +308% 22k 195.44
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Home Depot (HD) 0.1 $4.3M +8% 12k 360.06
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Blackstone Group Inc Com Cl A (BX) 0.1 $4.3M -19% 35k 124.30
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $4.3M +5% 188k 22.90
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.3M -3% 38k 113.31
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Southern Company (SO) 0.1 $4.2M -3% 60k 70.50
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Main Street Capital Corporation (MAIN) 0.1 $4.2M +18% 94k 44.96
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Novartis Sponsored Adr (NVS) 0.1 $4.0M +7% 38k 105.33
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Williams Companies (WMB) 0.1 $4.0M -5% 116k 34.87
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $4.0M -39% 10k 385.11
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Altria (MO) 0.1 $4.0M 95k 41.72
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $3.9M -15% 81k 47.88
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Vanguard World Fds Energy Etf (VDE) 0.1 $3.9M 33k 116.24
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Ares Capital Corporation (ARCC) 0.1 $3.8M +10% 191k 20.08
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Advanced Micro Devices (AMD) 0.1 $3.7M +18% 22k 170.48
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Freeport-mcmoran CL B (FCX) 0.1 $3.7M +74% 92k 40.18
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $3.7M -72% 159k 23.08
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Vanguard Index Fds Value Etf (VTV) 0.1 $3.6M +9% 24k 152.31
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $3.6M +512% 34k 108.16
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Apollo Tactical Income Fd In (AIF) 0.1 $3.6M +9% 252k 14.42
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Sempra Energy (SRE) 0.1 $3.6M -2% 50k 72.35
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McDonald's Corporation (MCD) 0.1 $3.6M +4% 12k 298.09
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Select Sector Spdr Tr Energy (XLE) 0.1 $3.6M -57% 43k 83.40
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At&t (T) 0.1 $3.5M +115% 196k 18.04
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British Amern Tob Sponsored Adr (BTI) 0.1 $3.5M +9% 117k 30.21
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $3.5M +11% 166k 21.04
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $3.5M +10% 81k 42.98
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $3.5M +31% 137k 25.48
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Ares Dynamic Cr Allocation (ARDC) 0.1 $3.5M +10% 260k 13.42
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First Tr Value Line Divid In SHS (FVD) 0.1 $3.5M -24% 85k 40.75
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $3.5M 135k 25.67
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Pioneer High Income Trust (PHT) 0.1 $3.5M +11% 469k 7.39
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Blackrock Multi-sector Incom other (BIT) 0.1 $3.4M +12% 220k 15.55
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Pgim Short Duration High Yie (ISD) 0.1 $3.3M +13% 263k 12.70
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Public Service Enterprise (PEG) 0.1 $3.3M -4% 56k 59.03
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $3.3M +412% 43k 76.65
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.2M -76% 12k 275.93
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Broadcom (AVGO) 0.1 $3.2M +16% 2.7k 1199.99
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Wal-Mart Stores (WMT) 0.1 $3.2M -36% 19k 168.31
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Innovator Etfs Tr Us Eqty Ultra B (UDEC) 0.1 $3.2M -3% 98k 32.51
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Direxion Shs Etf Tr Direxion Hcm (HCMT) 0.1 $3.1M +77% 111k 27.97
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $3.1M -32% 53k 57.56
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $3.1M -45% 35k 88.35
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Albemarle Corporation (ALB) 0.1 $3.0M +170% 26k 116.78
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Vanguard World Fds Health Car Etf (VHT) 0.1 $3.0M +8% 12k 260.01
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $3.0M +33% 10k 299.38
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Vanguard World Fds Utilities Etf (VPU) 0.1 $3.0M +26% 22k 135.22
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $3.0M -4% 25k 119.56
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $3.0M NEW 42k 71.75
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $3.0M +14% 155k 19.25
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Alphabet Cap Stk Cl C (GOOG) 0.1 $3.0M -7% 21k 142.71
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Vanguard World Fds Financials Etf (VFH) 0.1 $3.0M +6% 32k 94.03
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PCM Fund (PCM) 0.1 $2.9M +18% 365k 8.07
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Coca-Cola Company (KO) 0.1 $2.9M +3% 47k 60.98
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Vanguard World Fds Industrial Etf (VIS) 0.1 $2.9M +7% 13k 221.74
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Bristol Myers Squibb (BMY) 0.1 $2.8M +9% 59k 48.67
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Pfizer (PFE) 0.1 $2.8M -52% 103k 27.29
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $2.8M -42% 15k 183.05
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $2.8M +28% 63k 44.66
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Costco Wholesale Corporation (COST) 0.1 $2.8M +33% 3.9k 704.42
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Vanguard World Fds Materials Etf (VAW) 0.1 $2.7M +13% 15k 185.20
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.7M +49% 24k 113.39
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $2.7M -11% 56k 48.44
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Gilead Sciences (GILD) 0.1 $2.7M -4% 34k 78.16
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR) 0.1 $2.7M -12% 81k 33.03
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International Flavors & Fragrances (IFF) 0.1 $2.6M 32k 82.18
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First Tr Morningstar Divid L SHS (FDL) 0.1 $2.6M -2% 72k 36.33
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Crown Castle Intl (CCI) 0.1 $2.6M -4% 24k 111.06
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.6M +108% 45k 57.50
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DNP Select Income Fund (DNP) 0.1 $2.6M +205% 285k 9.06
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.6M +49% 24k 105.15
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First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GJUL) 0.1 $2.5M NEW 77k 32.66
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Goldman Sachs Physical Gold Unit (AAAU) 0.1 $2.4M -51% 120k 20.35
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.1 $2.4M -3% 68k 35.60
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $2.4M +185% 14k 173.72
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Zscaler Incorporated (ZS) 0.1 $2.4M +70% 10k 238.07
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.4M +3% 7.5k 315.15
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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $2.3M -5% 102k 23.02
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Enterprise Products Partners (EPD) 0.1 $2.3M +15% 85k 26.80
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $2.3M -33% 31k 73.66
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $2.2M +19% 64k 33.98
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.2M +33% 4.3k 500.23
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Walt Disney Company (DIS) 0.1 $2.2M -43% 22k 97.06
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $2.1M -27% 31k 67.98
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Two Rds Shared Tr Foundations Dynm 0.1 $2.1M NEW 191k 11.15
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Bank of America Corporation (BAC) 0.1 $2.1M +9% 63k 33.55
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Two Rds Shared Tr Fndtns Dyn Incom 0.1 $2.1M NEW 207k 10.20
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $2.1M NEW 42k 50.42
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $2.1M +32% 35k 59.52
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American Express Company (AXP) 0.1 $2.1M +5% 10k 203.21
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.1 $2.1M +43% 40k 51.58
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Johnson & Johnson (JNJ) 0.1 $2.1M -52% 13k 158.36
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.0M +172% 24k 85.41
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.0M +111% 26k 77.20
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $2.0M +16% 35k 56.25
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Pacer Fds Tr Developed Mrkt (ICOW) 0.1 $2.0M +4% 63k 31.23
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Netflix (NFLX) 0.1 $1.9M -47% 3.4k 567.51
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Linde SHS (LIN) 0.1 $1.9M 4.7k 408.67
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.9M +556% 31k 62.62
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.9M +7% 31k 61.86
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Caterpillar (CAT) 0.1 $1.9M 6.2k 307.69
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Old Dominion Freight Line (ODFL) 0.0 $1.9M NEW 4.7k 392.19
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Comcast Corp Cl A (CMCSA) 0.0 $1.8M +54% 39k 46.73
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United Parcel Service CL B (UPS) 0.0 $1.8M -56% 13k 142.41
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Spdr Ser Tr Hlth Cr Equip (XHE) 0.0 $1.8M +67% 21k 85.43
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General Electric Com New (GE) 0.0 $1.8M 13k 135.41
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Raytheon Technologies Corp (RTX) 0.0 $1.7M -2% 19k 92.17
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $1.7M -45% 24k 71.58
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Spdr Ser Tr Aerospace Def (XAR) 0.0 $1.7M -15% 13k 130.23
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.7M -28% 16k 105.34
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $1.7M 84k 20.35
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Wisdomtree Tr Us High Dividend (DHS) 0.0 $1.7M 21k 81.42
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.7M +115% 7.3k 232.11
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $1.6M +235% 24k 68.39
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $1.6M +207% 7.2k 224.76
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $1.6M -26% 9.1k 174.28
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Past Filings by Foundations Investment Advisors

SEC 13F filings are viewable for Foundations Investment Advisors going back to 2018

View all past filings